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Aditya Birla Sun Life Resurgent India Fund - Series 7 - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
  • NAV
    : ₹ 7.58 0.26%
    (as on 15th October, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
Close Ended Fund. New investments not allowed in this fund.

Fund has 96.21% investment in indian stocks of which 40.66% is in large cap stocks, 13.74% is in mid cap stocks, 41.42% in small cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
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    S&P BSE 500
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Returns (NAV as on 15th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Oct-19 10243.20 2.43% - 1.82% 15/70
1 Month 13-Sep-19 10120.20 1.20% - 2.91% 57/70
3 Month 15-Jul-19 9656.10 -3.44% - -0.33% 55/69
6 Month 15-Apr-19 9056.20 -9.44% - -2.56% 62/68
YTD 01-Jan-19 8773.10 -12.27% - -2.49% 63/68
1 Year 15-Oct-18 9121.50 -8.79% -8.78% 5.12% 63/67
Since Inception 12-Apr-18 7595.20 -24.05% -16.66% 6.16% 63/66

SIP Returns (NAV as on 15th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Oct-18 12000 11295.92 -5.87 % -10.67 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2019)

Equity Holding : 96.21% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.21%
No of Stocks : 46 (Category Avg - 43.17) | Large Cap Investments : 40.66%| Mid Cap Investments : 13.74% | Small Cap Investments : 41.42% | Other : 0.38%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Dabur India Ltd. Personal care 68 7.12% -0.41% 7.53% (Aug 2019) 5.75% (May 2019) 1.52 L 0.00
Reliance Industries Ltd. Refineries/marketing 49.3 5.16% 0.06% 5.16% (Sep 2019) 0% (Oct 2018) 37.00 k 0.00
Hindustan Unilever Ltd. Diversified 41.6 4.36% 1.45% 4.36% (Sep 2019) 0% (Oct 2018) 21.00 k 7.00 k
V.I.P. Industries Ltd Plastic products - consumer 38.9 4.07% 0.16% 4.13% (Nov 2018) 0% (Oct 2018) 81.10 k 0.00
MRF Ltd. Tyres & allied 38 3.98% 0.09% 3.98% (Sep 2019) 2.55% (Oct 2018) 600.00 0.00
Colgate - Palmolive (India) Limited Personal care 37.6 3.94% 0.42% 4.54% (Feb 2019) 2.75% (May 2019) 25.00 k 0.00
ICICI Bank Ltd. Banks 36.9 3.86% 0.01% 4.87% (Jul 2019) 0% (Oct 2018) 85.00 k 0.00
Asian Paints (india) Ltd. Paints 36.7 3.84% -3.44% 7.28% (Aug 2019) 1.7% (Oct 2018) 20.80 k -0.20 L
Finolex Industries Ltd. Plastic products 35.8 3.74% 0.41% 3.74% (Sep 2019) 2.75% (Apr 2019) 60.00 k 0.00
# Ultratech Cement Ltd. Cement 30.4 3.18% 3.18% 3.18% (Sep 2019) 0% (Oct 2018) 7.00 k 7.00 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 3.58%
Net Receivables Net Receivables 0.21%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2019)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Multicap Fund - Growth NA 4574.56 6.37 6.01 8.62 20.37 0.00
JM Multicap Fund - Growth 3 138.99 6.79 7.34 7.71 18.01 10.30
DSP Equity Fund - Regular Plan - Growth 4 2786.02 5.16 4.43 4.05 17.26 9.24
LIC MF Multicap Fund - Growth 2 290.60 2.96 1.96 2.79 12.77 6.42
SBI Magnum MultiCap Fund - Growth 4 8073.20 2.75 0.73 1.26 12.30 8.96
Canara Robeco Equity Diversified - Regular Plan - Growth 5 1437.73 4.91 0.55 -0.04 11.82 10.37
Kotak Standard Multicap Fund - Growth 5 26991.22 2.41 -1.07 -0.92 11.09 9.44
Essel Multi Cap Fund - Growth NA 206.18 2.54 -1.22 -2.05 10.96 0.00
Mahindra Badhat Yojana - Regular Plan - Growth NA 296.38 3.64 0.50 0.54 10.33 0.00
Sahara Growth Fund - Growth NA 4.09 2.68 -2.00 -2.74 10.28 5.08

More Funds from Aditya Birla Sun Life Mutual Fund

Out of 154 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 5 is/are ranked 4 * , 12 is/are ranked 3 * , 10 is/are ranked 2 * , 5 is/are ranked 1 * , and 121 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Aditya Birla Sun Life Liquid Fund - Regular Plan - Growth 3 46653.61 0.47 1.54 3.36 7.22 7.03
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth 2 20692.22 1.52 -2.45 -3.69 5.73 6.23
Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth 3 16604.88 0.56 1.93 5.10 10.57 7.69
Aditya Birla Sun Life Savings Fund - Regular Plan - Growth 3 14739.39 0.63 2.12 4.36 9.08 7.76
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth 2 11673.98 1.51 -1.22 -2.35 3.87 4.50
Aditya Birla Sun Life Equity Fund - Regular Plan - Growth 3 11246.99 1.82 -1.29 -3.98 5.59 5.85
Aditya Birla Sun Life Money Manager Fund - Growth 3 10219.19 0.57 2.01 4.16 8.68 7.62
Aditya Birla Sun Life Low Duration Fund - Regular Plan - Growth 3 9464.81 0.66 2.19 4.27 8.82 7.26
Aditya Birla Sun Life Tax Relief 96 - Regular Plan - Growth 3 9128.92 2.13 0.43 -5.75 1.45 7.53
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan - Growth 3 8462.44 0.40 1.65 5.70 10.75 7.32

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